TABLE OF CONTENTS

Summary


Branching is a powerful tool that helps you build smarter, more dynamic forms. It lets you tailor the form based on user responses, so users only see the questions that are relevant to them. This keeps your forms concise and focused, improving the experience and reducing unnecessary noise.


Note: Branching is available for Optimise and Transform tiers.


Need help with Branching? Please submit a ticket or email us on support@firstaml.com 


When to Use Branching


Use branching when you want to:

  • Ask follow-up questions based on a specific response.

  • Tailor questions to particular client types (e.g. Trust, Company, Individual).

  • Collect additional detail when risk indicators are triggered.

  • Show or hide questions based on country, entity type, or other risk factors.


Example: 

Question: What is the entity type? 

  • If 'Private Company' -> go to Section 2: Private Company specific questions
  • If 'Trust' -> go to Section 3: Trust specific questions
  • If Limited Partnership -> go to Section 4: Limited Partnership specific questions 


When Not to Use Branching


Avoid using branching when:

  • You want the next question to appear directly after the current one. In this case, you don’t need to configure branching as questions flow in order by default.

  • You want to prompt the user to provide a comment for an “Other” option. Use the built-in Other feature instead, it automatically prompts the user for a free-text explanation.


How Branching Works


You should build out all questions and answers first before enabling branching. When you enable branching you can only branch to questions that already exist.


Follow these steps to add branching logic to your questions:

  1. Select the relevant question

    • Choice and Yes/No questions support branching.

  2. Configure Branching

    • Select "Configure branching" 

  3. Select Target Questions

    • For each answer option, select the question you want to show next from the dropdown.

    • You can only branch forward to questions that appear below the current question.




Tips and Best Practices

  • Build first, branch later: Lay out all your questions before applying branching logic.

  • Label clearly: Use headers and question titles to stay organised.

  • Reordering is supported: Branching is tied to the question itself, not its number. You can move questions around, and any branching logic will update automatically. For example, if Question 7 is set as a follow-up and you move it to become Question 8, the branch will still point to that specific question.